Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.74% 0.06% 176.33M 22401.47
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks growth of capital. To pursue its goal, the fund normally invests 80% of its net assets in securities of small- and mid-capitalization companies. The fund managers consider a company to be small or mid capitalization if it has a market capitalization within the market capitalization range of companies in the Russell 2000® Index or the Russell Midcap® Index.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Value
Category Index --
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Small Company
Fund Owner Firm Name Neuberger Berman
Prospectus Benchmark Index
Russell 2500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Brett Reiner 0.11 yrs
Gregory Spiegel 0.11 yrs
Robert D'Alelio 0.11 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
--
--
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--
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Total Return (NAV)
--
--
--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
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% Rank in Cat (NAV)
--
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As of May 14, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
--
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
10.56%
22.22%
-21.18%
36.24%
2.66%
36.20%
-1.16%
6.72%
0.38%
13.77%
-9.53%
24.40%
-5.85%
24.28%
-7.27%
7.16%
6.75%
12.90%
-16.09%
21.44%
0.39%
29.02%
-6.80%
15.80%
4.95%
11.81%
-14.72%
20.56%
1.21%
33.58%
-7.24%
21.01%
5.27%
As of May 14, 2024.

Asset Allocation

As of May 14, 2024.
Type % Net % Long % Short
Cash 1.52% Upgrade Upgrade
Stock 98.48% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks growth of capital. To pursue its goal, the fund normally invests 80% of its net assets in securities of small- and mid-capitalization companies. The fund managers consider a company to be small or mid capitalization if it has a market capitalization within the market capitalization range of companies in the Russell 2000® Index or the Russell Midcap® Index.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Value
Category Index --
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Small Company
Fund Owner Firm Name Neuberger Berman
Prospectus Benchmark Index
Russell 2500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Brett Reiner 0.11 yrs
Gregory Spiegel 0.11 yrs
Robert D'Alelio 0.11 yrs

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